Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,534 | $197,819-64.3% | $155,789-54.7% | $125,389-43.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | 0.18% | 86.73%-86.6pp | 71.54%-71.4pp | 282.24%-282.1pp |
| Employer contribution / active EE | $813 | $4,850-83.2% | $3,839-78.8% | $4,866-83.3% |
| Participant deferral / active EE | $1,056 | $5,631-81.3% | $4,798-78.0% | $5,352-80.3% |
| Admin fee / account holder | $752 | $9,544-92.1% | $7,477-89.9% | $9,541-92.1% |